Financial Plan Inc. Makes New Investment in Dimensional National Municipal Bond ETF $DFNM

Financial Plan Inc. bought a new position in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 17,491 shares of the company’s stock, valued at approximately $843,000.

A number of other large investors have also bought and sold shares of DFNM. MAI Capital Management bought a new position in shares of Dimensional National Municipal Bond ETF in the third quarter worth $36,000. Geneos Wealth Management Inc. boosted its holdings in shares of Dimensional National Municipal Bond ETF by 292.0% in the first quarter. Geneos Wealth Management Inc. now owns 1,223 shares of the company’s stock worth $58,000 after acquiring an additional 911 shares during the period. CWM LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 143.7% in the third quarter. CWM LLC now owns 2,052 shares of the company’s stock worth $98,000 after acquiring an additional 1,210 shares during the period. Cary Street Partners Investment Advisory LLC boosted its holdings in shares of Dimensional National Municipal Bond ETF by 32.1% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 2,775 shares of the company’s stock worth $133,000 after acquiring an additional 674 shares during the period. Finally, Advisory Services Network LLC bought a new position in shares of Dimensional National Municipal Bond ETF in the third quarter worth $146,000.

Dimensional National Municipal Bond ETF Stock Down 0.2%

Dimensional National Municipal Bond ETF stock opened at $48.31 on Wednesday. Dimensional National Municipal Bond ETF has a one year low of $46.74 and a one year high of $48.87. The business has a fifty day moving average price of $48.39 and a 200-day moving average price of $48.32.

About Dimensional National Municipal Bond ETF

The Dimensional National Municipal Bond ETF (DFNM) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides exposure to intermediate-term, investment-grade municipal bonds that are exempt from federal income tax. DFNM was launched on Dec 15, 2021 and is managed by Dimensional.